CCQYX Mutual Fund
CCQYX Mutual Fund
Columbia Disciplined Core Fund Class Institutional 3
CCQYX Mutual Fund Overview
CCQYX Mutual Fund (Columbia Disciplined Core Fund Class Institutional 3) is managed by Columbia Threadneedle Investments with $49.5M in net assets. CCQYX expense ratio is 0.63%, holding 84 positions across sectors including Information Technology, Unknown, Health Care. Inception date: 2015-06-01.
CCQYX performance shows a YTD return of 5.82%. The 1-year return is 18.09% and the 5-year return is 11.18%. CCQYX dividend yield stands at 10.85%, paid annually.
CCQYX top holdings include Nvidia Corp. (9.1%), Alphabet Inc Common Stock USD 0.001 (6.8%), Apple, Inc (6.2%), Microsoft Corp 4.100 Feb 06 37 (4.5%), Meta Platforms Inc Class A (3.4%). View all CCQYX holdings, sector breakdown, or dividend history.
CCQYX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CCQYX alternatives are available via the screener, along with tax-loss harvesting opportunities.